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3,022 hedge funds and large institutions have $339B invested in Visa in 2021 Q1 according to their latest regulatory filings, with 161 funds opening new positions, 1,446 increasing their positions, 1,106 reducing their positions, and 127 closing their positions.

New
Increased
Maintained
Reduced
Closed

46% more call options, than puts

Call options by funds: $6.88B | Put options by funds: $4.7B

31% more repeat investments, than reductions

Existing positions increased: 1,446 | Existing positions reduced: 1,106

27% more first-time investments, than exits

New positions opened: 161 | Existing positions closed: 127

0.85% more ownership

Funds ownership: 93.68%94.53% (+0.85%)

0% less funds holding

Funds holding: 3,0253,022 (-3)

3% less capital invested

Capital invested by funds: $348B → $339B (-$9.81B)

20% less funds holding in top 10

Funds holding in top 10: 559446 (-113)

Holders
3,022
Holders Change
-3
Holders Change %
-0.1%
% of All Funds
53.05%
Holding in Top 10
446
Holding in Top 10 Change
-113
Holding in Top 10 Change %
-20.21%
% of All Funds
7.83%
New
161
Increased
1,446
Reduced
1,106
Closed
127
Calls
$6.88B
Puts
$4.7B
Net Calls
+$2.18B
Net Calls Change
+$1.53B
Name Holding Trade Value Shares
Change
Change in
Stake
RF
1651
Robbins Farley
New Hampshire
$2.43M +$2.27M +10,767 New
KCM
1652
Karp Capital Management
California
$2.43M -$2.82M -13,404 -54%
ATPW
1653
Ashton Thomas Private Wealth
Arizona
$2.43M +$58.7K +279 +2%
DA
1654
Doliver Advisors
Texas
$2.42M -$244K -1,160 -9%
ISB
1655
Iowa State Bank
Iowa
$2.42M +$365K +1,733 +18%
SCM
1656
Spreng Capital Management
Ohio
$2.42M +$124K +589 +5%
WP
1657
WealthPLAN Partners
Nebraska
$2.42M +$228K +1,082 +12%
CRWM
1658
Castle Rock Wealth Management
California
$2.42M +$113K +537 +5%
CU
1659
CQS (US)
New York
$2.42M +$384K +1,822 +19%
DL
1660
DOHJ LLC
Washington
$2.42M -$8.84K -42 -0.4%
ECM
1661
Evergreen Capital Management
Washington
$2.41M +$79.4K +377 +3%
SFPG
1662
Stonebridge Financial Planning Group
Florida
$2.4M -$139K -660 -6%
JAMH
1663
Junson Asset Management (HK)
Hong Kong
$2.4M
BSB
1664
Bangor Savings Bank
Maine
$2.4M +$73.5K +349 +3%
ANB
1665
Amarillo National Bank
Texas
$2.4M -$6.53K -31 -0.3%
USAA
1666
United Services Automobile Association
Texas
$2.39M +$2.38M +11,304 New
1WA
1667
180 Wealth Advisors
Washington
$2.39M -$24K -114 -1%
WAS
1668
Wesleyan Assurance Society
United Kingdom
$2.39M
RDWM
1669
Red Door Wealth Management
Tennessee
$2.38M +$311K +1,477 +15%
RCA
1670
Resonant Capital Advisors
Wisconsin
$2.38M +$247K +1,175 +12%
GIA
1671
Gladstone Institutional Advisory
Florida
$2.38M +$663K +3,150 +39%
SFO
1672
Stokes Family Office
Louisiana
$2.37M -$98.3K -467 -4%
SSI
1673
Scott & Selber Inc
Texas
$2.37M +$12.2K +58 +0.5%
GPA
1674
Garrison Point Advisors
California
$2.35M -$35.8K -170 -2%
FANJ
1675
Financial Architects (New Jersey)
New Jersey
$2.35M -$25.5K -121 -1%

V Hedge Fund Activity: Q1 2021 in Review

3,022 of the 5,696 institutional investors tracked by Wall St. Rank reported a position in Visa (V) for Q1 2021, worth a combined $339B — down 2.8% from $348B a quarter earlier.

Buyers outnumbered sellers: 161 funds opened new V positions and 127 closed out — a net gain of 34 holders — while 1,446 added to existing stakes and 1,106 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $1.27B. The largest seller was Fidelity Investments, cutting an estimated $1.37B.

  • 3,022 institutional investors held Visa (V) as of Q1 2021, down from 3,025 in Q4 2020.
  • Funds reported $339B of Visa stock for Q1 2021, down 2.8% quarter-over-quarter.
  • 161 funds opened new Visa positions in Q1 2021 and 127 closed out, a net change of +34 holders.
  • The largest Visa buyer in Q1 2021 was T. Rowe Price Associates, an estimated $1.27B added.
  • The largest Visa seller in Q1 2021 was Fidelity Investments, an estimated $1.37B sold.

Based on aggregated 13F filings for Q1 2021.